Pinnacle West Asset Management’s Dominion Energy D Stock Holding History

Pinnacle West Asset Management’s Portfolio D Stock Details D Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$280K	Hold	4,100	–	–	0.19%	95
2026 Q1	$253K	Sell	4,100 -45	-1%	-$2.78K	0.17%	104
2025 Q4	$243K	Sell	4,145 -125	-3%	-$7.53K	0.16%	106
2025 Q3	$261K	Hold	4,270	–	–	0.17%	107
2025 Q2	$241K	Sell	4,270 -25	-0.6%	-$1.37K	0.17%	107
2025 Q1	$241K	Buy	4,295 +50	+1%	+$2.75K	0.17%	109
2024 Q4	$229K	Buy	4,245 +125	+3%	+$7.13K	0.16%	106
2024 Q3	$238K	Buy	+4,120	New	+$225K	0.17%	108

Other funds holding D

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Pinnacle West Asset Management's D Position: Q2 2026 in Review

Pinnacle West Asset Management held its Dominion Energy (D) position steady in Q2 2026 at 4,100 shares worth $280K. The position accounts for 0.19% of the portfolio, ranked #95.

Pinnacle West Asset Management first reported a position in D in Q3 2024 and has held it in 8 quarters since. 1,552 funds tracked by Wall St. Rank hold D as of Q2 2026.

Pinnacle West Asset Management held 4,100 shares of Dominion Energy worth $280K as of Q2 2026.
Pinnacle West Asset Management left its Dominion Energy share count unchanged in Q2 2026.
Dominion Energy made up 0.19% of Pinnacle West Asset Management's portfolio in Q2 2026, its #95 holding.
Pinnacle West Asset Management first reported a position in Dominion Energy in Q3 2024 and has held it in 8 quarters since.
1,552 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Pinnacle West Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.